ESOP · DOL Form 5500 · 2024

Valsource, Inc. ESOP

Data updated 2026-08-11

$47M
Total assets
220
Participants
83rd
Percentile by assets
$213,250
Avg per participant
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Official DOL plan name: Valsource, Inc. Employee Stock Ownership Plan · Sponsored by Valsource, Inc. · Pennsylvania · Professional & Technical Services

$47M in assets, 220 participants

Valsource, Inc.'s Valsource, Inc. Employee Stock Ownership Plan reported $47M in total assets and 220 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • 83rd percentile by assets (of 123,622 plans)
  • #16,968 in Professional & Technical Services (20,173 peers)

Coverage in Pennsylvania

Valsource, Inc. Employee Stock Ownership Plan covers 220 participants in Pennsylvania, about 27% of the average Pennsylvania filer (state average ~822 per filing). Assets: $47M.

$47M
total plan assets (2024 EOY)
220
covered participants
83rd
percentile by assets (of 123,622 plans)
$213,250
avg assets per participant

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Valsource, Inc. Employee Stock Ownership Plan sits by total assets

Valsource, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$46,914,896 Top 17% higher than 83% of 123,620 filed plans

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Valsource, Inc. Employee Stock Ownership Plan reported net income fell from $11M in the plan year 2023 filing to -$3M in the plan year 2024 filing.
  • Valsource, Inc. Employee Stock Ownership Plan reported participants rose from 186 in the plan year 2023 filing to 220 in the plan year 2024 filing.
  • Valsource, Inc. Employee Stock Ownership Plan end-of-year assets fell from $51M in the plan year 2023 filing to $47M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Pennsylvania
Industry
Professional & Technical Services

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Valsource, Inc. Employee Stock Ownership Plan reports 220 participants - about 27% of that state average ($47M EOY assets).

Pennsylvania filing particulars

Total Assets (Beginning of Year)$51M
Net Assets (End of Year)$26M
Net Income-$3M
Employer EIN232855010
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Valsource, Inc.)

$60M$70M$80M$90M$100M 202220232024 $71.8M $90.4M ▲ +26.0%
Total plan assets by year, all Valsource, Inc. plans on file
Year Plans Participants Total Assets
2022 2 418 $72M
2023 2 386 $89M
2024 2 431 $90M

Nearby ESOP Plans in Pennsylvania

Peer ESOP plans, same state, same plan type, ranked by total assets.

Valsource, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Valsource, Inc. Empl…, Total assets ($B): 0.046914896 · Participants: 220Valsource, Inc. Empl…Wawa, Inc. Employee …, Total assets ($B): 5.530536956 · Participants: 37745Wawa, Inc. Employee …Bradford White Corpo…, Total assets ($B): 1.796343385 · Participants: 544Bradford White Corpo…Sheetz, Inc. Employe…, Total assets ($B): 0.721026406 · Participants: 14939Sheetz, Inc. Employe…Centimark Corporatio…, Total assets ($B): 0.679618162 · Participants: 2444Centimark Corporatio…D & H Employee Stock…, Total assets ($B): 0.313919418 · Participants: 1459D & H Employee Stock…
Valsource, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Valsource, Inc. Employee Stock Ownership… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Valsource, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Valsource, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Valsource, Inc. Employee Stock Ownership Plan pulled back noticeably - down 8.4% during 2024, from $51M to $47M. Reported net income was -$3M.
How have Valsource, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valsource, Inc.'s sponsor-wide assets grew 26.0%, from $72M to $90M.
Where does Valsource, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Valsource, Inc. Employee Stock Ownership Plan ranks in the 83rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Valsource, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Charleston's Restaurant Group, Inc. Employee Stock Ownership Plan in OK ($47M, 11,991 participants).

Next read for Valsource, Inc. Employee Stock Ownership…

Filing takeaways

Ways to act on Valsource, Inc. Employee Stock Ownership Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 232855010.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.